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Andrew Yoontae Kim

Corient

New York, NY

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-01-06
  • NY RA
    APPROVED
    Since 2025-01-06

Branch Locations

101 Park Avenue Suite 3100, New York, NY 10178 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prudent Investor Advisors, Llc Folsom CA 07/2019 03/2022
Stevens First Principles Newport Beach CA 05/2019 07/2019
David Berger Academics Los Angeles CA 01/2013 12/2017
Test Innovators Seattle WA 11/2014 12/2017
Self Los Angeles CA 06/2011 04/2019
Dowling & Yahnke, Llc San Diego CA 03/2022 03/2023
Corient New York NY 09/2022 Present
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
  • 07/2019 → 03/2022
    Prudent Investor Advisors, Llc
    Folsom, CA
  • 05/2019 → 07/2019
    Stevens First Principles
    Newport Beach, CA
  • 01/2013 → 12/2017
    David Berger Academics
    Los Angeles, CA
  • 11/2014 → 12/2017
    Test Innovators
    Seattle, WA
  • 06/2011 → 04/2019
    Self
    Los Angeles, CA
  • 03/2022 → 03/2023
    Dowling & Yahnke, Llc
    San Diego, CA
  • 09/2022 → Present
    Corient
    New York, NY
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-20
  • S65 Uniform Investment Adviser Law Examination
    2019-09-20

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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